Services
Financial Assessment
Your Financial Habits Define Your Life
The way you handle your finances is critical to what kind of life you will live.
- Personal Introduction
- Identify & Prioritize Family Values
- Introduction to Our Key Concepts:
- Line Up Your Time & Money with Your Values
- Learn our LESR Way Approach to Finances (Logical, Emotional, Spiritual & Relational)
- Assess Current Financial Picture
Investments
Customized For Your Specific Stage of Life
Planning for life’s predictable recurring expenses and surprise expenses is fundamental in personal finance.
- Mutual Funds, ETFs, Stocks, Bonds
- Active Money Management & Rebalancing
- IRA, Roth, Joint, Individual, Trust & Children’s Accounts
- Behavioral Coaching
- Tax Mitigation
- Savings & Withdrawal Guidance
Financial Coaching
Personalized Planning & Coaching Services
A unique approach tailored to your specific needs.
- Build Your Financial Foundation
- Retirement Readiness Guidance
- Estate Planning 101
- Survivor Support Services
Life insurance
Protect Your Family From the Unexpected
Having proper and adequate insurance is the “glue” that protects your family’s finances through the unexpected catastrophes that may arise during your lifetime.
- Term Life, Universal Life
- Indexed Universal Life
- Living Benefit Riders
- Chronic, Critical & Terminal Illness
Business Solutions
Provide Additional Value to Your Business
- Small Business Retirement Plans such as SEP, SIMPLE and 401k
- Financial Wellness Employee Benefit
- Business Key Person Life Insurance
- Buy/Sell Insurance
Estate Planning
Create a Legacy For Your Family
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
- Trusts & Wills
- Power of Attorney
- Medical Power of Attorney or Advance Healthcare Directive
- Guardianship of minors
- Property Deed Prep and Recording Services